The Florida Bar
www.floridabar.org
PROFESSIONAL ETHICS OF THE FLORIDA BAR

OPINION 67-48
January 8, 1968

A member of The Florida Bar may participate in a seminar on estate planning to be conducted at an apartment house by a bank.

Canon: 27

Chairman MacDonald stated the opinion of the committee:

A member of The Florida Bar inquires as follows:

I have received an invitation to be a speaker at a seminar on estate planning to be held in January, 1968, sponsored by The ________ First National Bank.

As I understand it, the seminar will be held at the ____________ House, in ___________, Florida, for the residents of the ___________ House. I further understand that the ___________ First National Bank has been holding similar seminars for many years on ___________ at various large high-rise apartment houses at which seminars members of the ___________ County Tax Bar have been speakers. The purpose of these seminars is educational.

I have been informed that a brief announcement is sent out to the residents of the high-rise apartment house indicating the date, time and place of the meeting. I further understand that on the announcement no speaker's name is mentioned. It is merely indicated that a local attorney, or a Florida attorney, or a Florida tax attorney will be one of the speakers.

I anticipate that my speech will concern estate planning in general without reference to any specific problems or situations.

We find nothing improper about participation of the inquirer in this seminar.

[Revised: 08-24-2011]